Personal lines Account Manager

Region: Durham Region, Toronto Region

Work Preference: Hybrid

  • ID: p-21649
  • Description: Personable and pleasant PL Account Manager. She has been servicing a 4M book of business, with versatile portfolios. She has supported producers directly, managed an inbox for service and a Book. She is well versed in all areas of Personal lines and loves speaking with the UW's, and clients. She handles issues with ease, and follows up to ensure they are satisfied and any issues have been addressed by other departments etc. She wants a long term role, stability and positivity!
  • Goal: To work with a great team, that likes to collaborate with each other, in a positive environment, also grow her knowledge in Commercial to assist with vacation coverages, be a versatile member of the team
  • Accomplishments: N/A
  • Systems: EPIC, POWERBROKER, SIG XP, TAM, COMPU QUOTE
  • Markets: MOST MAJOR PORTALS, Daily - INTACT, AVIVA, WAWANESA, GORE,
  • Years of Experience: 5 PL, some commercial CSR exposure
  • Salary: $65k plus commission , benefits, vacation
  • Education: RIBO, 2/4 CAIB completed
  • Languages: English, Hindi, Punjabi, Urdu
  • Location: SCARBOROUGH, PICKERING, NORTH YORK, HYBRID 2 DAYS - Oshawa one day
  • Area of Expertise: N/A
Additional Comments
An excellent communicator with extensive expertise in Personal Lines, she combines her deep knowledge with a warm and engaging personality to connect effectively with clients. Highly organized and efficient, she prioritizes her workload to stay on top of tasks and ensures timely responses to client requests. She excels at making changes, documenting files, preparing quotes, upselling and cross-selling, and thoroughly explaining coverages.
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